a16z on X: “98% of US households aren't paying for AI yet More charts in State of …”

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98% of US households aren't paying for AI yet

More charts in State of Markets II: a16z.news/p/state-of-mar…

David George@DavidGeorge83 · Sep 30

Introducing our State of Markets pt 2, along with a companion podcast where we unpack the data and discuss what comes next.

Tech is the everything cycle.

Supply: putting the buildout in context, just passed railroads as % of GDP. The wisdom of Elon is real: the factory (or the